Delta Investment Management, LLC First Trust Rising Dividend Ac Transaction History
Delta Investment Management, LLC
- $433 Million
- Q3 2024
A detailed history of Delta Investment Management, LLC transactions in First Trust Rising Dividend Ac stock. As of the latest transaction made, Delta Investment Management, LLC holds 10,476 shares of RDVY stock, worth $625,626. This represents 0.14% of its overall portfolio holdings.
Number of Shares
10,476
Previous 8,504
23.19%
Holding current value
$625,626
Previous $465,000
33.33%
% of portfolio
0.14%
Previous 0.12%
Shares
3 transactions
Others Institutions Holding RDVY
# of Institutions
611Shares Held
154MCall Options Held
100Put Options Held
0-
Lpl Financial LLC Fort Mill, SC20.3MShares$1.21 Billion0.55% of portfolio
-
Morgan Stanley New York, NY15.5MShares$923 Million0.07% of portfolio
-
Wells Fargo & Company San Francisco, CA8.68MShares$518 Million0.12% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL7.03MShares$420 Million0.57% of portfolio
-
Bank Of America Corp Charlotte, NC5.42MShares$324 Million0.03% of portfolio